See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,840 | $167,307+7.5% | $143,757+25.1% | $134,475+33.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.42% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,925 | $5,619-47.9% | $4,951-40.9% | $4,740-38.3% |
| Participant deferral / active EE | $7,322 | $6,446+13.6% | $5,637+29.9% | $6,400+14.4% |
| Admin fee / account holder | $5,040 | $18,088-72.1% | $14,673-65.7% | $11,426-55.9% |